Romano Brothers & Co’s Gabelli Equity Trust GAB Stock Holding History

Romano Brothers & Co’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,511	Closed	-$8.28K	–	547
2022 Q4	$8.28K	Buy	+1,511	New	+$8.39K	﹤0.01%	757

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

Romano Brothers & Co's GAB Position: Q1 2023 in Review

Romano Brothers & Co sold out of Gabelli Equity Trust (GAB) in Q1 2023, closing a stake of 1,511 shares — an estimated $8.28K sold.

Romano Brothers & Co first reported a position in GAB in Q4 2022 and held it in 1 quarter. The position peaked at $8.28K in Q4 2022. 156 funds tracked by Wall St. Rank hold GAB as of Q1 2023.

Romano Brothers & Co reported no remaining Gabelli Equity Trust position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 1,511 Gabelli Equity Trust shares in Q1 2023, an estimated $8.28K.
Romano Brothers & Co first reported a position in Gabelli Equity Trust in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Gabelli Equity Trust position peaked at $8.28K in Q4 2022.
156 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.